4 min read
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
4 min read
Jun 12, 2026
A lot of families approach college savings the same way they approach retirement planning in their early years: they...
5 min read
Jun 6, 2026
When approaching a major junction in a company's life cycle—such as implementing a succession plan or selling the...